Civic Intelligence

Waldorf Education Association Of

990 • Fiscal year 2016 • EIN 93-0763150

Aug 01, 2015 to Jul 31, 2016 • Filed on Jan 15, 2017

Organization ProfileEUGENEWALDORF.ORG
1350 Mclean BlvdEugene, OR 97405

(541) 683-6951

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.21x

Higher debt load relative to assets than 62% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.26x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

1.9%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$32,450

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

18th percentile

-6.5%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

10%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$1,549,469

Down $107,581 (-6.5%) from 2015

Net Assets

Up

$1,226,696

Up $23,964 (+2.0%) from 2015

Liabilities

Down

$322,773

Down $131,545 (-29%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin49th percentile

Revenue

Up

$1,259,820

Up $116,632 (+10%) from 2015

Expenses

Up

$1,235,856

Up $108,465 (+9.6%) from 2015

Net Income

Up

$23,964

Up $8,167 (+52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,332,259Liabilities 2010: $401,137Net Assets 2010: $931,1222010Assets 2011: $1,335,817Liabilities 2011: $424,993Net Assets 2011: $910,8242011Assets 2012: $1,327,724Liabilities 2012: $407,252Net Assets 2012: $920,4722012Assets 2013: $1,254,481Liabilities 2013: $401,498Net Assets 2013: $852,9832013Assets 2014: $1,625,565Liabilities 2014: $438,630Net Assets 2014: $1,186,9352014Assets 2015: $1,657,050Liabilities 2015: $454,318Net Assets 2015: $1,202,7322015Assets 2016: $1,549,469Liabilities 2016: $322,773Net Assets 2016: $1,226,6962016Assets 2017: $1,689,554Liabilities 2017: $367,656Net Assets 2017: $1,321,8982017Assets 2018: $1,829,719Liabilities 2018: $356,732Net Assets 2018: $1,472,9872018Assets 2019: $1,919,499Liabilities 2019: $323,851Net Assets 2019: $1,595,6482019Assets 2020: $1,626,616Liabilities 2020: $311,926Net Assets 2020: $1,314,6902020Assets 2021: $1,925,763Liabilities 2021: $220,371Net Assets 2021: $1,705,3922021Assets 2022: $1,675,451Liabilities 2022: $259,601Net Assets 2022: $1,415,8502022Assets 2023: $1,438,824Liabilities 2023: $289,254Net Assets 2023: $1,149,5702023Assets 2024: $1,334,912Liabilities 2024: $481,754Net Assets 2024: $853,1582024Assets 2025: $1,271,804Liabilities 2025: $484,081Net Assets 2025: $787,7232025

Highlighted filing

2016

Assets$1,549,469
Liabilities$322,773
Net Assets$1,226,696
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $899,1302010Expenses 2011: $931,9342011Expenses 2012: $994,2272012Expenses 2013: $1,057,6262013Revenue 2014: $1,289,530Expenses 2014: $1,034,578Net Income 2014: $254,9522014Revenue 2015: $1,143,188Expenses 2015: $1,127,391Net Income 2015: $15,7972015Revenue 2016: $1,259,820Expenses 2016: $1,235,856Net Income 2016: $23,9642016Revenue 2017: $1,376,590Expenses 2017: $1,281,388Net Income 2017: $95,2022017Revenue 2018: $1,577,198Expenses 2018: $1,426,109Net Income 2018: $151,0892018Revenue 2019: $1,916,220Expenses 2019: $1,793,559Net Income 2019: $122,6612019Revenue 2020: $1,250,577Expenses 2020: $1,531,535Net Income 2020: -$280,9582020Revenue 2021: $1,607,408Expenses 2021: $1,216,706Net Income 2021: $390,7022021Revenue 2022: $1,399,762Expenses 2022: $1,536,629Net Income 2022: -$136,8672022Revenue 2023: $1,659,453Expenses 2023: $1,925,733Net Income 2023: -$266,2802023Revenue 2024: $1,638,509Expenses 2024: $1,937,396Net Income 2024: -$298,8872024Revenue 2025: $2,146,130Expenses 2025: $2,214,865Net Income 2025: -$68,7352025

Highlighted filing

2016

Revenue$1,259,820
Expenses$1,235,856
Net Income$23,964
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jan 15, 2017
Return Version
2015v3.0
Gross Receipts
$1,330,880
Mission and Program Overview

Mission

Our mission is to educate the whole child for the future, equally engaging body, mind and spirit. Our teachers foster a love of learning by enlivening the imagination, strengthening the creative will, deepening understanding, and awakening a sense of community. We strive to help all children develop their unique physical, emotional, intellectual, and spiritual capacities. This enables each individual to responsibly enter in freedom into an ever- changing local and global community.

The organization is a school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$855,163$810,981▼ $44,182
Accounts Receivable$370,759$362,571▼ $8,188
Cash and Non-Interest-Bearing Accounts$315,128$198,220▼ $116,908
Savings and Temporary Cash Investments$61,755$121,790▲ $60,035
Inventories for Sale or Use$32,611$37,035▲ $4,424
Prepaid Expenses and Deferred Charges$16,072$11,456▼ $4,616
Intangible Assets$5,562$7,416▲ $1,854
Total Assets$1,657,050$1,549,469▼ $107,581
Liabilities
Deferred Revenue$232,734$197,505▼ $35,229
Mortgage Notes Payable Secured by Investment Property$215,601$123,680▼ $91,921
Accounts Payable and Accrued Expenses$5,983$1,588▼ $4,395
Total Liabilities$454,318$322,773▼ $131,545
Net Assets / Fund Balance
Unrestricted Net Assets$1,202,732$1,226,696▲ $23,964
Total Net Assets Fund Balance$1,202,732$1,226,696▲ $23,964
Total Liabilities and Net Assets / Fund Balance$1,657,050$1,549,469▼ $107,581

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$720,661$866,289$1,586,950
Land$90,320-$90,320
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Atta TurckDirectorFT$32,450$32,450

Board Members and Trustees

NameTitle
Steve BrodskyPresident
Elliot RohdeDirector
Ann GahrSecretary
James HendersonTreasurer
Charlie TiltVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$31,344
Program Service Revenue
$1,201,225
Investment Income
$376
Other Revenue
$26,875
All Other Contributions
$31,344
Change in Net Assets
$23,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$932,941
Other Expenses$302,915
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$649,955$80,332-$730,287
Occupancy$85,069$10,515-$95,584
Other Employee Benefits$82,178$10,157-$92,335
Payroll Taxes$69,303$8,566-$77,869
Depreciation Depletion$40,148$4,486-$44,634
Current Officers, Directors, Trustees, and Key Employees$30,000$2,450-$32,450
Fees for Services Management$18,775$2,321-$21,096
All Other Expenses$18,679$2,308-$20,987
Interest$8,880$1,098-$9,978
Other Expenses$8,363$1,034-$9,397
Fees for Services Accounting$4,386$542-$4,928
Total Functional Expenses$1,101,452$134,404$0$1,235,856
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,206
Fundraising Direct Expenses$23,096
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fairs & Perform$19,495$19,495$16,262$3,233
Auction$7,338$7,338$3,083$4,255
Total Events$26,833$26,833$19,345$7,488
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“Members are required to disclose conflicts as they come up.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and the form 990 are available by request at the school office.”

Filing and Contact Details

Filer

Filer Name
Waldorf Education Association
EIN
93-0763150
Phone
5416836951
Address
1350 MCLEAN BLVD, EUGENE, OR 97405

Signing Officer

Name
Steve Brodsky
Title
President
Phone
5416836951
Signed
2017-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Brodsky
Voting Board Members
6
Independent Board Members
6
Employees
53
Volunteers
100

Preparer

Firm
Henry Petersen Berry & Quigley Llp
Address
1580 VALLEY RIVER DR STE 270, EUGENE, OR 97401-2179
Preparer
Dennis Quigley
Phone
5416834633
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Private school pre k = 18 grade k = 33 grade 1 = 18 grade 2 = 21 grade 3 = 16 grade 4 = 18 grade 5 = 13 grade 6 = 11 grade 7 = 15 grade 8 = 10 total = 173”

Raw XML Appendix376 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0866289
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01586950
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0810981
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL NEWSPAPER ADS, BROCHURES, AND PRINTED MATTER PUT OUT BY THE SCHOOL CONTAINS A STATEMENT OF NON DISCRIMINATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019345
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FAIRS & PERFORM
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026833
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019495
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07338
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026833
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07488
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019345
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03083
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIVATE SCHOOL PRE K = 18 GRADE K = 33 GRADE 1 = 18 GRADE 2 = 21 GRADE 3 = 16 GRADE 4 = 18 GRADE 5 = 13 GRADE 6 = 11 GRADE 7 = 15 GRADE 8 = 10 TOTAL = 173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS AS THEY COME UP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND THE FORM 990 ARE AVAILABLE BY REQUEST AT THE SCHOOL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01657050
IRS990/TotalAssetsEOYAmt01549469
IRS990/TotalAssetsGrp/BOYAmt01657050
IRS990/TotalAssetsGrp/EOYAmt01549469
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt031344
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0134404
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01101452
IRS990/TotalFunctionalExpensesGrp/TotalAmt01235856
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0454318
IRS990/TotalLiabilitiesEOYAmt0322773
IRS990/TotalLiabilitiesGrp/BOYAmt0454318
IRS990/TotalLiabilitiesGrp/EOYAmt0322773
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01202732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01226696
IRS990/TotalOtherProgSrvcExpenseAmt01101452
IRS990/TotalProgramServiceExpensesAmt01101452
IRS990/TotalProgramServiceRevenueAmt01201225
IRS990/TotalReportableCompFromOrgAmt032450
IRS990/TotalRevenueGrp/ExclusionAmt019478
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01185888
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01259820
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01657050
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01549469
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01202732
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01226696
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt028653 SUTHERLIN LANE
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097405
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0EUGENEWALDORF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE BRODSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416836951
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALDORF EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EUGENE WALDORF SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0WALD
ReturnHeader/Filer/EIN0930763150
ReturnHeader/Filer/PhoneNum05416836951
ReturnHeader/Filer/USAddress/AddressLine1Txt01350 MCLEAN BLVD
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461369980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY PETERSEN BERRY & QUIGLEY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01580 VALLEY RIVER DR STE 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974012179
ReturnHeader/PreparerPersonGrp/PhoneNum05416834633
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS QUIGLEY
ReturnHeader/ReturnTs02017-02-10T13:02:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,549,469
Liabilities
$322,773
Net assets
$1,226,696
Revenue
$1,259,820
Expenses
$1,235,856
Net income
$23,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.48$0.79$2.15$2.21$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.48$0.85$1.64$1.94$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.29$1.15$1.66$1.93$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.26$1.42$1.40$1.54$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.93$0.22$1.71$1.61$1.22$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.31$1.31$1.25$1.53$0.28
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.32$1.60$1.92$1.79$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.36$1.47$1.58$1.43$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.37$1.32$1.38$1.28$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.32$1.23$1.26$1.24$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.45$1.20$1.14$1.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.44$1.19$1.29$1.03$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.40$0.85$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.41$0.92$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.42$0.91$0.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.40$0.93$0.90